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Long-form analysis, explainers and editorial perspective.
BHP's latest outlook reveals a structural shift in global commodity demand: how AI, electrification, and Indian infrastructure are redefining the long-term logic for key minerals such as copper, steel, and uranium.
A recent report by the Council on Foreign Relations reveals that the United States is losing its advantages in AI, quantum, and biotechnology. This article analyzes, from a global perspective, the advent of the era of economic security, as well as the structural changes in supply chains, industrial policy, and the international order.
The latest report from the U.S. Council on Foreign Relations reveals that America's leading edge in artificial intelligence, quantum computing, and biotechnology is being challenged. From the perspective of global structural change, this article analyzes how the concept of economic security is reshaping the logic of national competition and supply chain layouts.
PwC's latest Global Infrastructure Outlook predicts that global infrastructure investment demand will reach $151.1 trillion over the next 25 years. From data centers to smart transportation, a wave of global investment reshaping economic and social structures is accelerating.
From supply chain dependence to the race in artificial intelligence, quantum computing, and biotechnology, the United States is confronting a new economic security contest. This article provides an in-depth analysis of the structural risks and strategic options revealed by the CFR report.
PwC report predicts that by 2050, total global infrastructure investment will reach $151.1 trillion. From data centers to smart transportation, an unprecedented wave of capital is reshaping the world economy, geopolitics, and urban forms.
The construction industry in the Asia-Pacific is experiencing a structural contradiction between strong demand and tight supply. Labor shortages, supply chain risks, and energy bottlenecks are reshaping the project delivery landscape. This trend reflects the deeper changes in the restructuring of global industrial chains and regional competition.
The global cybersecurity market is expected to reach $663.2 billion by 2033, with higher education institutions facing AI-driven attacks and third-party vendor risks. A collaborative security culture and sustained investment become key defense strategies.
The first episode of Bloomberg's latest podcast series "Emerging" explores how India can break through in the US-China dominated AI race, proposing that AI sovereignty should be redefined as intelligent interdependence rather than self-sufficiency.
In June 2026, AI geopolitics shifted from model competition to access control and infrastructure governance. This article analyzes this structural change and its global implications.
Forbes article points out that we are still using 20th-century story frameworks to explain 21st-century work. When AI reshapes labor productivity, career boundaries, and the education system, old narratives are not only lagging behind but also cognitive obstacles. This article analyzes the structural roots of narrative failure from a global perspective and explores how new work narratives should be constructed—from lifelong learning to flexible employment, from national strategy to individual choice.
The escalation of the Middle East conflict, rising energy costs, and European consumer austerity have jointly dealt a blow to Turkey's summer 2026 tourism bookings. This article analyzes the structural shift in global tourism reflected by this phenomenon from the perspectives of geopolitical spillover effects, changes in tourist behavior, and industrial chain restructuring.
El Niño has caused Malaysia's crop production to decrease by 8%-10%, compounded by the energy crisis triggered by the Iran conflict. The country's agriculture faces dual pressures from climate and geopolitics, highlighting the fragility of the global food supply chain.
This analysis starts from S&P’s position on index eligibility for SpaceX/xAI, SemiAnalysis’s technical assessment of space data centers, and The Atlantic’s correction of the AI “consciousness” narrative, and discusses how capital markets, engineering realities, and public discourse are being recalibrated in the AI era.
The short-term risks to the world economy are shifting from tariff frictions to disruptions in energy routes and supply chains; meanwhile, AI continues to be seen as a support for growth, but the pace at which its productivity gains are materializing is slowing.